Month-end checks depended on staff remembering events
Reassignments, cancellations and adjustments lived in messages and spreadsheets. Finance needed dispatchers to explain what had happened before it could resolve differences.
Decide what needs attention and who reviews it
We agreed task states, fee definitions and exception ownership, distinguishing urgent operational action from periodic reconciliation while retaining the delivery workflow.
Link a difference to the action behind it
The workbench connects timelines, pricing rules and adjustments. Assigned issues retain explanations and outcomes, and summaries lead back to verifiable order details.
Make handover depend on records
Dispatch and finance investigate the same order history. Exception definitions, rule versions and resolution procedures support ongoing service and scheduling improvements.